Claudia Shilo, financial advisor Wolfeboro NH
96 score

Claudia Shilo

CRD Number: 4520129
Current Firm: Ballentine Partners

Claudia Shilo (CRD# 4520129) is an Investment Advisor Representative working at Ballentine Partners in Wolfeboro, NH and has over 15 years of experience in the finance industry. Claudia Shilo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ballentine Partners, LLC Woleboro, NH Jan 2010 - Current 6
Ballentine, Finn & Company, Inc. Wolfeboro, NH Oct 2000 - Jan 2010 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Claudia J. Shilo
Phone Number: 781-341-1300
Registered State(s):
  • FL
  • NH
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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